AM Best Online Help

Custom Report Wizard

The Custom Reports Wizard guides you through the process of creating a custom report. Select companies and fields from custom or standard lists, or perform a search directly from within the wizard. You can easily build customized lists without the requirement of saving your lists. Standard lists are organized by country/statement, industry and filing period to quickly access related components. After selecting report components, modify the layout of the report to enhance the presentation.

 

Access Custom Reports Wizard from the Create Reports menu.

 

1. • Schedules D is not included in the Custom Report Wizard. Use Investment Report Wizard for Investments data.

   • Schedules F & S is not included in the Custom Report Wizard. Use the Reinsurance Wizard for reinsurance data.

   • Schedule P cannot be combined with any other product's database. Use the Loss Reserves Wizard for Schedule P data.

   • Best's Financial Suite - UK databases cannot be combined with any other product's database. 

 

• Select Components for a Custom Report or Template:

Follow the steps in the wizard to select your report components. Upon selecting the fields for the report, the Custom Report Wizard steps update to display additional required components.

Products

Companies

Fields

Data PeriodData Period

Lookups (Statement File - Solvency II or Statement File UK only)

States (Best's State/Line only)

Lines (Best's State/Line and IEE only)

Layout

Summary

• View and Edit Saved Custom Report Templates:

Retrieve and process a saved template to refresh data for your custom report.

1. 1. Click the My Templates button.

   2. Select a previously created report template in the Select a report template below to view details section.

The details for the selected template appear.

1. 1. • View or Edit a Report Template:View or Edit a Report Template:

        1.  Click the Load button.

        The report template loads the previously saved report components. The details for the selected report will appear in the Current Report Summary section.

        2.  Edit the report as necessary by changing report components.

      • Delete a Report Template:Delete a Report Template:

        1.  Click the Delete button to remove the selected report.  

        A confirmation box appears.  

        2.  Click the OK button to continue or click the Cancel button to take no action.

      • Rename a Report Template:Rename a Report Template:

        1.  Click the Rename button.  

        2.  From the Details for Report section, type the new name in the text box.  

        3.  Click the Save button to apply or click the Cancel button to take no action.

      • Process a Report from a Saved Template:Process a Report from a Saved Template:

        Click the Process Template button.

        The report template loads the previously saved report components and processes the report for the current data. The details for the selected report will appear in the Current Report Summary section.

        See Report Processing and Rendering for additional information.

• Reset Report Selections:

Click the Reset button to clear all selections and return to Companies tab.